Dustin Dupart is a Series 65-licensed advisor with Elevated Private Wealth in Hartland, WI, bringing five years of industry experience. Prior to joining Elevated Private Wealth in 2025, he worked at Purpose Comprehensive Wealth Management for four years and was self-employed for three years. He is also the owner of Dupart Wealth Management, LLC, a non-investment-related business based in Weddington, NC. Elevated Private Wealth provides investment advisory services to individuals and high net worth clients, offering portfolio management and asset allocation recommendations through discretionary and non-discretionary accounts. The firm uses various strategies tailored to client objectives, including asset allocation, dollar-cost averaging, and technical analysis.

Michael Rodenbaugh is a CFP® and CFA® with 14 years of experience, currently serving at Boardwalk Financial Strategies LLC since 2012. He also has a longstanding affiliation with Altair Advisers LLC dating back to 2007. Outside of his advisory roles, he is vice-chair on the board of directors for the ProHealth Care Foundation, a nonprofit focused on financial support and advocacy in healthcare. Boardwalk Financial Strategies serves individuals, high-net-worth clients, charitable organizations, and pension/profit-sharing plans by providing comprehensive financial planning and investment supervisory services. The firm emphasizes long-term, globally diversified portfolios using mutual funds and ETFs, supported by a small advisor team and a centralized account review process.

John Gering is a financial advisor with Hohensee Financial Services, Inc., holding a Series 63 designation and bringing 29 years of industry experience. He has worked with Abacus Investments, Inc. since 1996 and Eastbay Inc. since 1988. Hohensee Financial Services provides investment supervisory and financial planning services primarily to individuals and small institutional clients, focusing on retail clients rather than high-net-worth households. The firm combines discretionary portfolio management with a range of strategies including technical and fundamental security analysis, and is affiliated with Abacus Investments, Inc., integrating advisory services with broker-dealer and insurance product capabilities.

Joseph Salomone is a financial advisor at Nest Egg with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Bankers' Bank, LPL Financial, and Invest Financial Corp. Outside of his advisory role, he is involved with Salomone Associates LLC, where he provides consulting services for bank and credit union programs. Nest Egg delivers discretionary investment management services to individuals, corporations, trusts, non-profit organizations, and retirement plans primarily through an internet- and kiosk-based advisory program. The firm uses proprietary quantitative and qualitative models to generate and rebalance portfolios, focusing on ETFs, mutual funds, annuities, and 401(k) solutions.

Erica Bourquin is a CFP® and Series 66 licensed advisor at Granite Harbor Advisors, INC. with three years of industry experience. Prior to joining Granite Harbor Advisors in 2026, she worked for five years at Bank of America Private Bank. Granite Harbor Advisors serves individual, high-net-worth, and institutional clients, offering asset management, financial planning, and retirement plan consulting. The firm sponsors multiple private funds and employs a range of investment strategies including public and private securities, derivatives, and alternative investments.

Todd Blazei is a financial advisor at Belpointe Asset Management LLC with six years of industry experience. He holds a Series 65 credential and previously worked at Fiserv, Inc. from 2015 to 2020. Outside of his advisory role, Blazei serves on the boards of Great Midwest Bank and The Lutheran High School Association of Greater Milwaukee, contributing to their investment committees, and operates a human resources consulting firm focused on compensation and benefits. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individual, corporate, trust, and advisory clients. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios, model strategies, and third-party manager relationships.

Jacob Menden is a financial advisor at Belpointe Asset Management LLC with seven years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. Prior to joining Belpointe in 2024, he worked at Northwestern Mutual Investment Services LLC and Northwestern Mutual Life Insurance Company from 2018 to 2024, and earlier at US Bank and BMO Harris Bank. Outside of his advisory role, he is the founder and content creator of the Father Figures podcast and co-founder of the Healthful lifestyle podcast. Belpointe Asset Management serves a diverse client base including individual investors, retirement plans, corporations, and registered advisers. The firm offers discretionary investment management, financial planning, and retirement plan consulting, utilizing customized portfolios and a range of strategies tailored to client objectives and risk tolerance.

James Mc Court is a CFP® professional affiliated with Apollon Wealth Management, LLC, with 15 years of industry experience. His background includes roles at Purshe Kaplan Sterling Investments, Independent Financial Group, and Sagepoint Financial, Inc. He serves as an officer and chair of the finance committee for Child Restoration Outreach Support Organization, a nonprofit focused on restorative efforts. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, families, trusts, businesses, and charitable organizations. The firm employs a combination of centrally managed strategies and locally managed portfolios, offering a range of services including financial planning, portfolio management, and consulting tailored through diverse investment vehicles and specialized sub-advisory roles.

Jonathan Wojciechowski is a financial advisor with Packerland Brokerage Services, Inc. in Oconomowoc, WI, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Packerland Brokerage Services since 2006 and also owns and operates a beauty salon through Full Circle Enterprises. Packerland Brokerage Services serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm offers both brokerage and advisory services through various platforms and manages over $900 million in client assets.

Gary Mutz is a financial advisor at Packerland Brokerage Services, Inc. with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Packerland since 1999. In addition to his advisory role, he is involved in insurance sales, focusing on life, health, disability, and Medicare health plans. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory programs. The firm offers both brokerage and advisory services through a variety of account management options and manages over $900 million in client assets.

Robert Pulaski is a CFP® with 33 years of industry experience, currently serving at Packerland Brokerage Services, Inc. since 1999. His career includes over 27 years at Packerland, where he holds Series 63 and Series 65 licenses. Outside of his advisory role, he is involved in insurance sales and manages a commercial office building rental in Oconomowoc, WI. Packerland Brokerage Services, Inc. provides financial planning, portfolio management, and advisory program access to individuals, charities, corporations, and retirement plan sponsors. The firm offers both discretionary and non-discretionary account management through firm-managed portfolios, third-party co-advisory arrangements, and fee-based programs on the Hilltop/Envestnet platform, and is dually registered as an SEC-registered investment adviser and a FINRA broker-dealer.

Michael Reisel is a financial advisor at Belpointe Asset Management LLC with 17 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Redwood Financial Strategies, Waddell & Reed Inc, and M4 Financial Partners LLC. Outside of advising, he serves on the board of directors for Scherrer Cares Inc, a nonprofit organization promoting anti-bullying initiatives in K-12 schools, and operates a business consulting service. Belpointe Asset Management is a multi-team registered investment adviser managing over $7.5 billion for individual, corporate, trust, and advisory clients. The firm offers customized portfolio solutions, discretionary investment management, and retirement-plan consulting while supporting affiliated funds and various service platforms.

Cory Spencer is a financial advisor at Belpointe Asset Management LLC with the Series 65 designation and four years of industry experience. He has worked at Belpointe since 2022 and has prior experience with Legacy Partners Group, Guardian Resources, and Johnson Law Group PA. Outside of his advisory role, Spencer is involved in estate planning law through Nylen Partners, LLC. Belpointe Asset Management is a multi-team registered investment adviser with more than 160 advisors managing over $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, implementing customized portfolios through advisor-specific strategies, model portfolios, and third-party co- or sub-advisory relationships.

Benjamin Mee is a financial advisor at Stephens with a Series 66 designation and three years of industry experience. He has worked at Stephens since 2021 and previously held roles at Generac Holdings, Inc. Outside of his advisory career, Mee was involved with the Milwaukee Kickers Soccer Club and Trinity Three Irish Pubs. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by equity research and committee-driven asset allocation.

James Mcmiller is a financial advisor with FourStar Wealth Advisors, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Supreme Alliance LLC, Advisors on Call, LLC, and Kingsbury Capital Investment Advisors, LLC. He is also a partner and consultant involved in cryptocurrency mining and facility development through Kennedy Mining. FourStar Wealth Advisors serves a diverse client base including individuals, retirement and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, discretionary portfolio management, and retirement-plan consulting, utilizing a blend of fundamental and technical analysis to manage portfolios tailored to client risk tolerance and time horizon.

Fred Marshall is a ChFC® credentialed financial advisor with 38 years of industry experience. He has been associated with Packerland Brokerage Services, Inc. since 2005 and also operates Marshall Financial and FHM Investments. Outside of his advisory role, he is involved in fundraising activities for the Rhumba 4 Rainbow charity. Packerland Brokerage Services, Inc. serves individual and institutional clients through a network of 176 advisors, offering financial planning, portfolio management, and retirement-plan consulting. The firm utilizes a mix of direct management and third-party managers via the Hilltop/Hilltop-cleared Envestnet platform, providing a range of account structures and investment solutions.

Jude Kave is a Series 66-licensed financial advisor at Belpointe Asset Management LLC with 13 years of industry experience. He previously worked at Great Valley Advisor Group, Inc., LPL Financial, LLC, and Householder Group Estate & Retirement Specialists. Outside of advising, he manages Proportunity Real Estate LLC, a residential real estate investment company. Belpointe Asset Management is a multi-team registered investment adviser with over 160 advisors managing more than $7.5 billion for individuals, corporations, trusts, and other advisers. The firm offers discretionary investment management, financial planning, and retirement-plan consulting, utilizing customized portfolios, model strategies, and third-party manager relationships.

Brett Nowatske is a CFP® with three years of industry experience, currently serving as a financial advisor at Apollon Wealth Management, LLC. He previously worked at Senglaub Financial Group and Independent Financial Group, LLC for eight years. Outside his advisory role, he volunteers at Trinity Lutheran Church, where he helps monitor cash flows and manage the congregation’s donations. Apollon Wealth Management, LLC is an SEC-registered multi-team adviser that serves a diverse client base including individuals, families, trusts, businesses, and charitable organizations. The firm combines centrally managed model strategies with locally managed portfolios and offers a range of services such as financial planning, portfolio management, consulting, and sub-advisory roles across various asset classes.

Jeffrey Senglaub is a financial advisor at Apollon Wealth Management, LLC with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Purshe Kaplan Sterling Investments, Independent Financial Group, and SAGEPOINT FINANCIAL, Inc. He is also the owner of Executive Pension Design, Inc., a business entity involved in tax and investment-related activities. Apollon Wealth Management is an SEC-registered multi-team adviser serving individuals, high-net-worth clients, families, trusts, estates, businesses, charitable organizations, and retirement plans. The firm provides comprehensive financial planning, portfolio management, and advisory services, combining centrally managed model strategies with locally managed portfolios to tailor client solutions.

Casey O'Leary is a financial advisor at Packerland Brokerage Services, Inc. with 23 years of industry experience. He has held positions at Trinity Wealth Management LLC, J.P. Morgan Securities, and Chase Investment Services Corp. O'Leary serves on the board of Youth Five O’s, a youth baseball organization, overseeing its budget and fundraising activities. Packerland Brokerage Services serves individual and institutional clients, including high-net-worth individuals, trusts, corporations, and retirement plan sponsors. The firm offers a range of advisory services such as financial planning, portfolio management, and retirement-plan consulting, utilizing a platform that supports both direct and third-party managed investment solutions.